CBIZ Investment Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

CBIZ Investment Advisory Services’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Hold	169,197	–	–	0.4%	13
2026 Q1	$10.8M	Sell	169,197 -5,124	-3%	-$338K	0.4%	13
2025 Q4	$10.9M	Hold	174,321	–	–	0.41%	14
2025 Q3	$10.4M	Sell	174,321 -220	-0.1%	-$12.8K	0.41%	14
2025 Q2	$9.95M	Sell	174,541 -16,775	-9%	-$899K	0.44%	13
2025 Q1	$9.72M	Buy	191,316 +2,818	+1%	+$143K	0.48%	13
2024 Q4	$9.01M	Buy	188,498 +6,870	+4%	+$345K	0.45%	14
2024 Q3	$9.59M	Buy	+181,628	New	+$9.24M	0.5%	15
2021 Q3	–	Hold	0	–	–	–	36
2021 Q2	–	Hold	0	–	–	–	52
2020 Q4	–	Hold	0	–	–	–	45
2020 Q3	–	Hold	0	–	–	–	50

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBIZ Investment Advisory Services's VEA Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2026 at 169,197 shares worth $10.8M. The position accounts for 0.4% of the portfolio, ranked #13.

CBIZ Investment Advisory Services first reported a position in VEA in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q4 2025. 3,006 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

CBIZ Investment Advisory Services held 169,197 shares of Vanguard FTSE Developed Markets ETF worth $10.8M as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2026.
Vanguard FTSE Developed Markets ETF made up 0.4% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #13 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2024 and has held it in 8 quarters since.
CBIZ Investment Advisory Services's Vanguard FTSE Developed Markets ETF position peaked at $10.9M in Q4 2025.
3,006 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.